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BUCKLEY CAPITAL ADVISORS, LLC

MIAMI BEACH, FL · CRD 268818 · IAPD ↗ · buckleycapitalpartners.com · 347-292-9957

$193.8MRegulatory AUM
3Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — BUCKLEY CAPITAL ADVISORS, LLC reported RAUM up 32% ($147.4M -> $193.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — BUCKLEY CAPITAL ADVISORS, LLC reported RAUM up 27% ($105.2M -> $133.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.